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    Carlos Alberto Laboy • HSBC

    Carlos Alberto Laboy's questions to Constellation Brands Inc (STZ) leadership

    Carlos Alberto Laboy's questions to Constellation Brands Inc (STZ) leadership • Q4 2025

    Question

    Carlos Alberto Laboy asked for the case for Corona Extra, questioning if it was a declining brand and how the company plans to stabilize it, suggesting it might be a structural hurdle.

    Answer

    CEO William Newlands countered by focusing on the entire Corona brand family, highlighting growth from Corona Familiar and innovation like Corona Sunbrew. He emphasized Corona's powerful brand equity as the most loved beer brand in the U.S. and noted it delivers strong returns on advertising, with plans to increase that spend in the current fiscal year.

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    Carlos Alberto Laboy's questions to Coca-Cola Femsa SAB de CV (KOF) leadership

    Carlos Alberto Laboy's questions to Coca-Cola Femsa SAB de CV (KOF) leadership • Q4 2024

    Question

    Carlos Alberto Laboy from HSBC questioned management's confidence in the current level of incremental CapEx relative to future growth and asked how the company's ROIC trajectory might evolve over the next three years, questioning if it is approaching a ceiling.

    Answer

    CEO Ian Marcel Craig García expressed high confidence in the CapEx plan, stating that the investment is necessary to address significant out-of-stocks and that the company is still below its target 10% capacity slack. He expects ROIC to remain flat at its current high level of 15.1% in 2025 despite record spending. CFO Gerardo Celaya added that long-range projections still account for ROIC improvement.

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    Carlos Alberto Laboy's questions to Coca-Cola Co (KO) leadership

    Carlos Alberto Laboy's questions to Coca-Cola Co (KO) leadership • Q3 2024

    Question

    Carlos Laboy of HSBC inquired about the most promising digital capabilities being built in the North American bottling system and how bottlers are being encouraged to make these investments.

    Answer

    Chairman and CEO James Quincey highlighted the expansion of digital engagement with independent 'mom-and-pop' retailers. This includes 24/7 ordering platforms and the use of AI to provide retailers with suggested orders. He described this as enabling the human workforce, not replacing it, and noted that bottlers are 'leaning in' to these investments.

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